EMLP vs SPY

AEMLP

BSPY

Measures won4–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$20,628EMLP · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income2.80%EMLP · $280 on $10k

Smallest drop−7.9%EMLP · worst fall in 1Y

Held in common2.5%EMLP and SPY

EMLP

SPY

First Trust North American Energy Infrastructure Fund · $4.2BState Street SPDR S&P 500 ETF · $805B

+22.6%3 years · per year$18,412 · $19,132+24.1%

+15.6%5 years · per year$20,628 · $18,060+12.6%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

2.80%12-mo yield$280 · $99 on $10k0.99%

−7.9%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.9%

4–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · SPY

1.6%NEE0.3%

2.0%SO0.2%

2.3%DUK0.2%

0.5%WMB0.1%

Held in common2.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs SPY

EMLP

First Trust North American Energy Infrastructure Fund

$20,628

SPY

SPDR S&P 500

$18,060

MeasureEMLPSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield2.80%0.99%

5 years, per year+15.6%+12.6%

3 years, per year+22.6%+24.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.1%12.9%

4–2measures won
EMLP first

2.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: EMLP, SPY, VOO

Today

94.5%most shared, SPY and VOO

EMLPSPYVOO

EMLP—2.5%2.3%

SPY2.5%—94.5%

VOO2.3%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, EMLP

EMLP$280 − $95 = $185

VOO$105 − $3 = $102

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee